Turning 18 is a big milestone! There are some financial planning items you should be thinking about when supporting your now adult child to set you both up for success.
- This Event has passed.
Possibilities-Based Planning
- This Event has passed.
- This Event has passed.
- This Event has passed.
Possibilities-Based Planning
With the start of a new year, you may be creating or re-evaluating your goals. It can be challenging to fully develop and articulate your goals, especially when your goal is on a longer time horizon. If it involves a wealth accumulation component, it can be hard to anticipate what actually could be possible. Learn how we help you ask the right questions to uncover what is most important to you, create a vision for your future, then build a framework to define and work toward your goals, adjusting as the possibilities evolve over time. Discover the possibilities with your own financial plan!
Register here
- This Event has passed.
Organizer
- This Event has passed.
Sign up to be notified of future events!
Additional Online Resources
Financial Planning Items to Consider When Your Child Turns 18
read more
Home Repairs: DIY vs Hired Work
As the summer kicks off, you may be planning some home improvements. Before taking the plunge, consider these pro’s and con’s of DIY versus hiring a professional.
Moving On Up – Ways You Can Prepare for Your Next/Forever Home
High on the list of stress-inducing situations is the process of buying a home. Join Wealth Advisor, Aimee Butler, as she shares a few things that she wishes she’d known when she was making the move from first home to “forever” home.
